Nicholas Wilson
Nicholas Wilson is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in St. George, UT, with 5 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1173 S. 250 W., Suite 212, St. George, UT, 84770
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business ActivitiesSells Insurance
Nicholas is a health insurance agent for Morganic Enterprises LLC since 2018, dedicating a few hours per week. He also owns multiple rental properties and is a partner at Woodbury, Mitchell & Finch, an accounting firm, spending about 10-20% of his time on this.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations4 states
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